From c36479f4811db6aaa42a0c2b529138d9909d2c53 Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= <zhiwei@mofin.local>
Date: Thu, 2 Jul 2026 13:50:53 +0800
Subject: [PATCH] =?UTF-8?q?=E7=AC=AC4=E6=9D=A1CRITICAL=E7=BA=A2=E7=BA=BF?=
 =?UTF-8?q?=EF=BC=9AGATE=5F9D=5FANALYSIS?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

质量门禁新增9维交叉验证检查：
- sector_context不空且非neutral
- signal_factors≥1个因子 或 tech_snapshot含技术位
不通过→标记review_needed不写入DB
防止模塑科技式空壳策略（无止盈/无行业上下文/无分析过程）
---
 data/mofin.db-shm     | Bin 32768 -> 0 bytes
 data/mofin.db-wal     | Bin 276072 -> 0 bytes
 data/portfolio.json   |  62 +++++++++++++++++++++---------------------
 strategy_lifecycle.py |  17 ++++++++++++
 4 files changed, 48 insertions(+), 31 deletions(-)
 delete mode 100644 data/mofin.db-shm
 delete mode 100644 data/mofin.db-wal

diff --git a/data/mofin.db-shm b/data/mofin.db-shm
deleted file mode 100644
index 538323371ad1f0c0da4412e103af1dc416822bc9..0000000000000000000000000000000000000000
GIT binary patch
literal 0
HcmV?d00001

literal 32768
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z4mskO6HbeBJrj-ipnw7jD4>7>3Mim}0tzUgfC36Apnw7jD4>7>3Mim}0tzUgfC37X
e6{sP{WbuEcWlJqkKmi35P(T3%6i`5cguov|<~}_D

diff --git a/data/mofin.db-wal b/data/mofin.db-wal
deleted file mode 100644
index e78d6157e8ad4fa83129a07057d63d86a15e42a2..0000000000000000000000000000000000000000
GIT binary patch
literal 0
HcmV?d00001

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diff --git a/data/portfolio.json b/data/portfolio.json
index eaf0c06..31907d7 100644
--- a/data/portfolio.json
+++ b/data/portfolio.json
@@ -5,9 +5,9 @@
       "name": "中际旭创",
       "shares": 100,
       "cost": 1316.53,
-      "price": 1135.18,
+      "price": 1136.12,
       "market_value": 113604.0,
-      "change_pct": -7.19,
+      "change_pct": -7.12,
       "currency": "CNY",
       "position_pct": 15.27,
       "_currency": "CNY"
@@ -29,9 +29,9 @@
       "name": "丘钛科技",
       "shares": 11000,
       "cost": 13.47,
-      "price": 5.99,
+      "price": 5.98,
       "market_value": 65890.0,
-      "change_pct": 0.729,
+      "change_pct": 0.583,
       "currency": "CNY",
       "position_pct": 7.97,
       "_currency": "CNY"
@@ -41,9 +41,9 @@
       "name": "紫金矿业",
       "shares": 2400,
       "cost": 39.89,
-      "price": 26.35,
+      "price": 26.34,
       "market_value": 63048.0,
-      "change_pct": 4.94,
+      "change_pct": 4.9,
       "currency": "CNY",
       "position_pct": 7.34,
       "_currency": "CNY"
@@ -53,9 +53,9 @@
       "name": "海博思创",
       "shares": 200,
       "cost": 266.95,
-      "price": 258.3,
+      "price": 259.0,
       "market_value": 51776.0,
-      "change_pct": -1.75,
+      "change_pct": -1.48,
       "currency": "CNY",
       "position_pct": 6.31,
       "_currency": "CNY"
@@ -65,7 +65,7 @@
       "name": "中芯国际",
       "shares": 300,
       "cost": 126.07,
-      "price": 146.32,
+      "price": 146.33,
       "market_value": 44112.0,
       "change_pct": -5.28,
       "currency": "CNY",
@@ -77,9 +77,9 @@
       "name": "建滔积层板",
       "shares": 500,
       "cost": 88.23,
-      "price": 72.83,
+      "price": 73.52,
       "market_value": 36415.0,
-      "change_pct": -15.28,
+      "change_pct": -14.473,
       "currency": "CNY",
       "position_pct": 5.28,
       "_currency": "CNY"
@@ -101,9 +101,9 @@
       "name": "宁德时代",
       "shares": 100,
       "cost": 401.78,
-      "price": 386.3,
+      "price": 386.01,
       "market_value": 38495.0,
-      "change_pct": 0.64,
+      "change_pct": 0.57,
       "currency": "CNY",
       "position_pct": 4.64,
       "_currency": "CNY"
@@ -113,9 +113,9 @@
       "name": "比亚迪股份",
       "shares": 600,
       "cost": 104.87,
-      "price": 68.41,
+      "price": 68.36,
       "market_value": 41070.0,
-      "change_pct": 8.903,
+      "change_pct": 8.834,
       "currency": "CNY",
       "position_pct": 4.62,
       "_currency": "CNY"
@@ -125,9 +125,9 @@
       "name": "万科企业",
       "shares": 19700,
       "cost": 4.67,
-      "price": 1.92,
+      "price": 1.93,
       "market_value": 38021.0,
-      "change_pct": 4.717,
+      "change_pct": 5.19,
       "currency": "CNY",
       "position_pct": 4.6,
       "_currency": "CNY"
@@ -149,9 +149,9 @@
       "name": "中芯国际",
       "shares": 500,
       "cost": 75.94,
-      "price": 69.88,
+      "price": 69.62,
       "market_value": 34635.0,
-      "change_pct": -9.843,
+      "change_pct": -10.179,
       "currency": "CNY",
       "position_pct": 4.2,
       "_currency": "CNY"
@@ -161,9 +161,9 @@
       "name": "长芯博创",
       "shares": 100,
       "cost": 231.46,
-      "price": 225.0,
+      "price": 226.07,
       "market_value": 22592.0,
-      "change_pct": -11.42,
+      "change_pct": -11.0,
       "currency": "CNY",
       "position_pct": 3.2,
       "_currency": "CNY"
@@ -175,7 +175,7 @@
       "cost": 12.19,
       "price": 8.45,
       "market_value": 20280.0,
-      "change_pct": 2.13,
+      "change_pct": 2.14,
       "currency": "CNY",
       "position_pct": 2.45,
       "_currency": "CNY"
@@ -185,9 +185,9 @@
       "name": "中科电气",
       "shares": 1400,
       "cost": 22.29,
-      "price": 14.33,
+      "price": 14.31,
       "market_value": 20062.0,
-      "change_pct": -0.76,
+      "change_pct": -0.9,
       "currency": "CNY",
       "position_pct": 2.42,
       "_currency": "CNY"
@@ -209,9 +209,9 @@
       "name": "法拉电子",
       "shares": 100,
       "cost": 147.18,
-      "price": 164.32,
+      "price": 164.3,
       "market_value": 16460.0,
-      "change_pct": -9.99,
+      "change_pct": -10.0,
       "currency": "CNY",
       "position_pct": 2.3,
       "_currency": "CNY"
@@ -221,20 +221,20 @@
       "name": "中国神华",
       "shares": 500,
       "cost": 45.89,
-      "price": 34.26,
+      "price": 34.13,
       "market_value": 17115.0,
-      "change_pct": 1.503,
+      "change_pct": 1.092,
       "currency": "CNY",
       "position_pct": 2.14,
       "_currency": "CNY"
     }
   ],
-  "total_assets": 902797.0,
-  "total_mv": 822321.0,
+  "total_assets": 903265.0,
+  "total_mv": 822789.0,
   "stock_value": null,
   "cash": 80476.0,
   "frozen_cash": 0.0,
   "position_pct": 91.09,
   "currency": "CNY",
-  "updated_at": "2026-07-02 13:46"
+  "updated_at": "2026-07-02 13:50"
 }
\ No newline at end of file
diff --git a/strategy_lifecycle.py b/strategy_lifecycle.py
index 2e67654..5ff3d65 100644
--- a/strategy_lifecycle.py
+++ b/strategy_lifecycle.py
@@ -89,6 +89,23 @@ STRATEGY_QUALITY_GATES = [
         "severity": "HIGH",
         "fix": "设置 d['currency']='HKD'"
     },
+    # --- 第4条 CRITICAL 红线：9维交叉验证 (2026-07-02 Dad要求) ---
+    # 策略不能只有价格数字，必须有证据经过了多维分析:
+    # 横切面: 大盘+行业+个股 | 纵切面: 基本面+消息面+技术面+资金流
+    # 代码层面可验证: sector_context(行业) + signal_factors(多因子) 或 tech_snapshot
+    {
+        "id": "GATE_9D_ANALYSIS",
+        "desc": "策略必须经过多维分析(sector_context + signal_factors)",
+        "check": lambda d: (
+            bool(d.get("sector_context") and str(d.get("sector_context","")).strip() not in ("neutral","","N/A","-"))
+            and (
+                bool(d.get("signal_factors") and isinstance(d.get("signal_factors"), (list,tuple)) and len(d["signal_factors"]) >= 1)
+                or bool(d.get("tech_snapshot") and any(c in str(d.get("tech_snapshot","")) for c in "支撑阻力压强"))
+            )
+        ),
+        "severity": "CRITICAL",
+        "fix": "重新运行 reassess_with_context() 完整重评确保 sector_context/signal_factors/tech_snapshot 均已填充"
+    },
 ]